54.61% Return, Dividendos portfolio on Bolsia.com

Login

0 Bolsiacoins $H5nuqkTwvjwZIC

# Dividendos Portfolio Currency:EURTop 25: 209

Start:	08/27/2023		Day Return:	0.30%		Day Rank:	90
Days:	950		Month Return:	-0.68%		Month Rank:	2746
Last:	2026-03-30		Year Return:	0.00%		Year Rank:	150
Visits:	1143		All Time Return:	54.61%		All Time Rank:	469

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	Year	S&P500
2023								3.18%	-4.35%	-1.31%	5.27%	3.81%	6.45%	8.38%
2024	2.66%	-3.42%	7.39%	-3.63%	1.51%	0.55%	11.25%	-0.53%	-0.35%	2.79%	12.02%	-5.66%	25.45%	23.59%
2025	2.80%	5.58%	-4.90%	-11.49%	2.96%	1.68%	8.95%	1.75%	-1.09%	-5.44%	4.34%	0.32%	3.77%	16.77%
2026	4.49%	4.20%	3.17%	-0.68%									11.56%	-3.91%

# Stocks & Cash
Date	Amount	Ticker	% Day	Buy	Last Quote	Value	% Return	Weight
08/28/2023	534	DVN	-3.46%	$40.06	$48.58	$25,942	21.28%	14.52%
08/28/2023	1,286	KEY	1.30%	$11.42	$20.31	$26,119	77.85%	14.62%
08/28/2023	357	MO	-0.77%	$43.97	$65.49	$23,380	48.94%	13.09%
08/28/2023	760	T	-2.35%	$14.23	$28.33	$21,531	99.14%	12.05%
08/28/2023	576	TFC	1.61%	$32.25	$46.69	$26,893	44.78%	15.05%
08/28/2023	474	VZ	-1.61%	$33.60	$49.36	$23,397	46.91%	13.10%
08/28/2023	1,809	WBD	3.63%	$10.94	$13.00	$23,517	18.78%	13.16%
08/28/2023	6,821	Cash	0.00%	1.00�	1.00�	6,821�	0.00%	4.41%
EUR/USD: 1.15552 GBP/EUR: 1.1500				Portfolio Value:		$178,660	154,614�	100%

# Performance	Dividendos	S&P500
Return:	54.61%	50.31%
Annualized Return:	18.29%	17.01%
Std (Volatility):	18.71	13.92
Sharpe:	0.76	0.93
Beta:	0.29	1.00
Jensen Alpha:	1.05	0.00
Drawdown:	21.12	18.46

x

Esta web utiliza cookies. Mas Info. Estoy de Acuerdo